Filter "closed - lost" deals to see associated Contact email address
SOLVE
>>Workaround?
Sort of. It's a bit clunky, requires more expertise, and is not 100% foolproof ...
-1- Create a custom contact property -- e.g., 'Deal Stage' -2- Build a workflow to enroll all contacts with associated Deals in "Closed lost" deal stage -3- In your workflow, set custom contact property (Deal Stage) to "Closed lost" -4- Filter your contact view on the custom contact property (Deal Stage) -5- Email as desired
Unfortunately, this method will include all contacts associated with ANY Deals in "Closed lost" deal stage even of those contacts were later associated with a Closed Won deal. (Again, not 100% foolproof)
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Filter "closed - lost" deals to see associated Contact email address
SOLVE
What I have done is add a property to deals called "Email" It will take time to populate all the old "Closed - Lost" deals, but going forward I will be able to export all the email addresses for a target remarketing campaign.